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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,462 | $101,653-86.8% | $147,080-90.8% | $74,459-81.9% |
| Participation rate | 41.3% | 75.6%-34.2pp | 82.2%-40.8pp | 67.2%-25.9pp |
| Annual return | 14.40% | 8754.98%-8740.6pp | 420.17%-405.8pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $1,099 | $3,813-71.2% | $4,933-77.7% | $2,626-58.2% |
| Participant deferral / active EE | $1,714 | $7,304-76.5% | $8,066-78.8% | $4,350-60.6% |
| Admin fee / account holder | $470 | $1,752-73.1% | $12,989-96.4% | $1,945-75.8% |